Active Trader Consultant
About The Position
Active Trader Consultants are results-driven sales professionals responsible for acquiring and onboarding new retail brokerage accounts from active, self-directed traders. The role focuses on identifying, engaging, and converting high-potential prospects—including day traders, options and futures traders, margin or portfolio margin traders, and frequent equity and ETF investors—who currently use competitor firms or multiple platforms. Sales activities include outbound outreach, service referrals, platform demonstrations, and competitive positioning. Consultants serve as trusted advisors on advanced trading tools and platforms, margin and portfolio margin, supported asset classes, and service capabilities. Through consultative client experiences, they drive new account growth, increase trading assets under custody, and contribute to trading volume and revenue. The role calls for market knowledge, prospecting ability, and relationship-building skills that support client loyalty and firm revenue. The position is based at the company’s West Loop office in Chicago. IG North America is home to tastytrade, tastylive, and tastyfx, and describes itself as a lean, collaborative team that values autonomy, pragmatism, initiative, experimentation, and impact.
Requirements
- At least 3 years of progressive experience in client service, relationship management, platform sales, or premium support within financial services; retail brokerage, wealth management, or trading platforms are strongly preferred.
- A proven record of meeting or exceeding sales goals.
- Ability to thrive in a dynamic, metrics-driven, trader-first culture.
- Attention to detail, a strong sense of urgency, and high accuracy.
- Strong client-service orientation and a solutions-oriented mindset.
- Strong sales and relationship-management skills.
- Deep knowledge of active trading products, including options, futures, equities, and FX.
- Demonstrated ability to improve client retention and satisfaction metrics in a fast-paced trading environment.
- FINRA Series 7, 63, and 3 licenses.
- Exceptional communication and interpersonal skills.
- Ability to build trust with sophisticated traders.
- High emotional intelligence and composure when handling complex client situations.
Nice To Haves
- Previous experience at a retail brokerage, trading platform, or high-touch wealth management firm.
- Bachelor’s degree in Finance, Business, Communications, or a related field.
- Personal trading experience or a strong passion for the markets.
- FINRA Series 4, 34, and 24 licenses.
- Ability and desire to contribute to team training and mentoring junior staff.
Responsibilities
- Identify and qualify high-value active trader prospects using outbound calls, email campaigns, social media, webinars, seminars, targeted marketing lists, and an existing lead funnel.
- Partner with the Data & Insights team to source high-quality sales opportunities.
- Conduct discovery calls and meetings to understand prospects’ trading strategies, volume, platform preferences, commission structures, and frustrations with current brokers.
- Present solutions that highlight tastytrade’s competitive advantages.
- Demonstrate trading platforms, including order types, margin capabilities, options tools, futures, and proprietary features.
- Position tastytrade’s functionality effectively against competitors’ offerings.
- Guide prospects through the account application process, including entity or individual accounts, documentation, funding, and ACATS transfers.
- Oversee onboarding and initial trade setup to support high account activation rates.
- Maintain a thorough understanding of tastytrade products and services and identify opportunities to maximize their use.
- Reinforce tastytrade’s value proposition and culture in client and internal interactions.
- Build client loyalty and contribute to account growth, assets under custody, trading volume, and revenue.
Benefits
- Bonus
- Stock purchase options
- 401(k) plan
- Medical, dental, and vision benefits
- Continued education support
- 20 paid vacation days, plus an additional paid vacation day during the employee’s birthday month
- 10 paid sick days
- Gym membership reimbursement
- Commuter benefits
- Pet insurance
- Wellness and mental health programs
- Charitable donation matching
- Two paid volunteer days off
- Daily catered lunch when in the office
- Full kitchen with snacks and beverages
- In-building gym
- Shuttle to and from Metra
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
